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WPG Advisers’s Shell SHEL Stock Holding History

WPG Advisers’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.6K Sell
292
-1
-0.3% -$86 0.01% 521
2026
Q1 		$27.2K Sell
293
-57
-16% -$4.61K 0.02% 410
2025
Q4 		$25.7K Sell
350
-83
-19% -$6.11K 0.02% 447
2025
Q3 		$31K Buy
433
+40
+10% +$2.88K 0.02% 406
2025
Q2 		$27.7K Buy
393
+183
+87% +$12.3K 0.02% 419
2025
Q1 		$15.4K Sell
210
-141
-40% -$9.5K 0.01% 534
2024
Q4 		$22K Buy
+351
New +$23K 0.02% 442

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

WPG Advisers's SHEL Position: Q2 2026 in Review

WPG Advisers reduced its Shell (SHEL) stake by 0.34% in Q2 2026, selling an estimated $86 and leaving 292 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #521.

WPG Advisers first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $31K in Q3 2025. 950 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • WPG Advisers held 292 shares of Shell worth $22.6K as of Q2 2026.
  • WPG Advisers sold 1 Shell share in Q2 2026, an estimated $86.
  • Shell made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #521 holding.
  • WPG Advisers first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Shell position peaked at $31K in Q3 2025.
  • 950 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.